Beacon Pointe Jobs in United States

About the Job · We are seeking an Associate Wealth Advisor to join our team at Beacon Pointe Advisors in Skokie, IL. · Assist Senior Wealth Advisors and a team of professionals in delivering exceptional client service. · Provide best-in-class service experience to clients and int ...

We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area. · ...

We are seeking a qualified Office Manager to join our team in Greensboro, NC. The ideal candidate will be responsible for managing the office, assisting with daily operations, event planning, and providing administrative support. · Managing office functions, scheduling, and corre ...

We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Strategist. The Estate Strategist will work primarily with families with net worth below the Federal estate tax exemption. The candidate must be able to diagram a ...

We are seeking a qualified Office Manager to join our team in Greensboro, NC. The ideal candidate will be responsible for managing the office, assisting with daily operations, event planning, and providing administrative support to the team. · Managing the general office function ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Executive Assistant to the CEO in our Newport Beach, CA office in either a part-time hours/week) or full-time (40 hours/week) capacity. · The ideal candidate will be responsible for serving as a tr ...

Job Description · Manage new and existing client relationships with customized investment, retirement, and estate planning solutions. · Develop new client relationships through contacts and networking. · Design and implement financial plans for clients. · As a Senior Wealth Advis ...

As an Associate Wealth Advisor at Beacon Pointe Advisors, you will be responsible for delivering exceptional client service and supporting Senior Wealth Advisors in daily client advisory and financial planning tasks. · Key Responsibilities: · Provide best-in-class service to clie ...

Senior Data Engineer Role · The Beacon Pointe Family Of Companies is seeking a highly skilled Senior Data Engineer to oversee the department's data infrastructure. · Develop a data model, integrate large amounts of data from different systems, build & enhance a data lake-house & ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. · Responds to routine client requests via phone, email and/or other contact methods · Monitors daily custodial alerts including cash ...

Job Description · The Operations Manager oversees day-to-day firm operations, implementing policies and procedures, and working closely with the client service and operations teams. · Oversee daily operational activities across the Seattle office. · Implement and maintain operati ...

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. · The successful candidate will join a highly talented team of professionals that service the investment management and ...

Job Description · The successful candidate will have a demonstrated track record of educational and professional achievement, with a commitment and passion for delivering exceptional service to the firm's clients and associates. · Act as the primary liaison between high-net worth ...

Job Description · Responds to routine client requests via phone, email and/or other contact methods · Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly · Records client inquiries including service changes, new accou ...

We are seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Columbia, MD office. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Columbia, MD office. · Responds to routine client requests via phone, email and/or other contact methods · Monitors daily custodial alerts including cash management, ...

Senior Associate, Firm Operations · Beacon Pointe is seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commit ...

Overview · The Client Service Associate role at Beacon Pointe involves supporting a team of wealth management professionals in providing investment advice and financial planning services to high net worth individuals and institutions. · The ideal candidate will have excellent wri ...

The Operations Manager is responsible for overseeing day-to-day firm operations, implementing policies and procedures, and working closely with the client service and operations teams. · Oversee daily operational activities across the Seattle office, ensuring accuracy, efficiency ...

Office Manager Role · The Office Manager will be responsible for managing office operations, assisting daily operations, planning events, and providing administrative support to our team. · Manage phone systems, mail, faxes, and maintenance of office equipment. · Manage schedulin ...